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iShares MSCI EAFE Growth ETF

699 hedge funds and large institutions have $6.79B invested in iShares MSCI EAFE Growth ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 265 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 265

9% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 77

3% less funds holding

Funds holding: 718699 (-19)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

10.82% less ownership

Funds ownership: 95.98%85.15% (-11%)

15% less capital invested

Capital invested by funds: $7.99B → $6.79B (-$1.2B)

Holders
699
Holders Change
-19
Holders Change %
-2.65%
% of All Funds
11.78%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.94%
New
70
Increased
262
Reduced
265
Closed
77
Calls
$1.61M
Puts
Net Calls
+$1.61M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EverSource Wealth Advisors
Alabama
$445K +$15.6K +180 +3%
PAMG
427
Patton Albertson Miller Group
Tennessee
$444K -$513K -5,906 -52%
BHIA
428
Birch Hill Investment Advisors
Massachusetts
$442K +$1.74K +20 +0.4%
AW
429
ACG Wealth
Georgia
$439K +$434 +5 +0.1%
CWM
430
Cornerstone Wealth Management
Missouri
$435K -$54.4K -627 -10%
MC
431
Middleton & Co
Massachusetts
$435K
CFB
432
Cullen/Frost Bankers
Texas
$431K
OLVIG
433
Oliver Lagore Vanvalin Investment Group
Michigan
$431K +$17.4K +200 +4%
VC
434
Veracity Capital
Georgia
$429K +$10.5K +121 +2%
KPWS
435
Kestra Private Wealth Services
Texas
$424K -$46.4K -534 -9%
ACM
436
Advisors Capital Management
New Jersey
$424K +$91.4K +1,052 +25%
BIP
437
Blueprint Investment Partners
North Carolina
$416K +$449K +5,167 New
LA
438
Latitude Advisors
Florida
$415K -$1.33M -15,305 -75%
Lido Advisors
439
Lido Advisors
California
$412K -$769K -8,852 -63%
IBOK
440
Independence Bank of Kentucky
Kentucky
$411K
HWM
441
Hohimer Wealth Management
Washington
$410K +$34.9K +402 +9%
PWM
442
PRW Wealth Management
Massachusetts
$410K +$36.6K +422 +9%
ATPW
443
Ashton Thomas Private Wealth
Arizona
$408K -$7.55K -87 -2%
HWMA
444
Heritage Wealth Management (Arizona)
Arizona
$407K -$35.3K -406 -7%
MFG
445
Magnus Financial Group
New York
$406K -$167K -1,924 -28%
PI
446
Pachira Investments
California
$406K
SCM
447
SCS Capital Management
Massachusetts
$406K
EA
448
Eudaimonia Advisors
Tennessee
$404K -$111K -1,283 -20%
DSA
449
Droms Strauss Advisors
Missouri
$403K -$36K -415 -8%
GCM
450
Gables Capital Management
Florida
$403K

EFG Hedge Fund Activity: Q2 2022 in Review

699 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Growth ETF (EFG) for Q2 2022, worth a combined $6.79B — down 15% from $7.99B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of EFG and 70 opened new positions — a net loss of 7 holders — while 265 trimmed existing stakes and 262 added.

The largest buyer was Jones Financial Companies, adding an estimated $125M. The largest seller was CFS Investment Advisory Services, cutting an estimated $1.08B.

  • 699 institutional investors held iShares MSCI EAFE Growth ETF (EFG) as of Q2 2022, down from 718 in Q1 2022.
  • Funds reported $6.79B of iShares MSCI EAFE Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 70 funds opened new iShares MSCI EAFE Growth ETF positions in Q2 2022 and 77 closed out, a net change of -7 holders.
  • The largest iShares MSCI EAFE Growth ETF buyer in Q2 2022 was Jones Financial Companies, an estimated $125M added.
  • The largest iShares MSCI EAFE Growth ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $1.08B sold.

Based on aggregated 13F filings for Q2 2022.